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Arthur Lamar Bush

Advisor at Cambridge Investment Research Advisors — Marietta, GA Cherokee Street NE

Updated today

Credentials

Series 63, Series 65

Experience

11 years

Location

Marietta, GA 30060

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,911

Across 2,198 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Arthur Bush is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. His career includes roles at MML Investors Services, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, and service in the Georgia Army National Guard. Outside of his advisory work, he is involved in several business ventures, including ownership of VITA Financial LLC and Lucopus Collective LLC dba Veranovia. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Annuities Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.

Project-based

Hourly fees generally not to exceed $500/hour for financial planning and consulting services.

Other

Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.

Location

See office

Marietta, GA Cherokee Street NE

320 Cherokee Street NE, Suite D

Marietta GA 30060

Advisors at this office

4

Most active in

Georgia · Texas

Work history

11 years of industry experience

Cambridge Investment Research, Inc.

2024 - Present • 2 years

Fairfield, IA

Cambridge Investment Research Advisors

2024 - Present • 2 years

Fairfield, IA

MML INVESTORS SERVICES

2020 - 2024 • 4 years

Atlanta, GA

Mass Mutual LIfe Insurance Company

2020 - 2024 • 4 years

Atlanta, GA

The Prudential insurance Company Of America

2014 - 2020 • 6 years

Atlanta, GA

Pruco Securities Llc

2014 - 2020 • 6 years

Atlanta, GA

Georgia Army National Guard

2009 - 2020 • 11 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jonathan B

Series 63, Series 66

Marietta, GA

Sentara Capital

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Active portfolio management General tax planning Retirement income strategy Roth conversion strategy Long-term care insurance Approaching retirement Retired

Jackson E

Series 63, Series 65, Series 7

Atlanta, GA

Bison Wealth, LLC

Jackson Edmiston is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Northwestern Mutual in wealth management, investment services, and life insurance. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, as well as offering specialized overlay and third-party manager solutions.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Simon C

Series 63, Series 65, Series 7

Atlanta, GA

Merrill

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Business ownership considerations Business exit / sale strategy Wealth management Charitable giving tax strategies Multi-generational wealth transfer Founder/Business Owner
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Charles S

CFP®, Series 66

Atlanta, GA

Steele Financial Studios

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

Wealth management
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Robert J

Series 63, Series 66

Atlanta, GA

Worthscape, LLC

Robert Jetmundsen is the principal of Worthscape, LLC in Atlanta, GA, where he has been providing advisory services since 2006. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Outside of his advisory role, he is involved in several entrepreneurial ventures, including serving as president of Bobbo Aviation and Raj Holdings, owning a publishing company, and managing a motor yacht charter business. He also serves on the board of L2C, Inc. Worthscape offers discretionary portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach focuses on concentrated portfolios of U.S. common stocks supplemented by other securities and employs both fundamental and technical analysis, with occasional use of active trading strategies and derivatives.

Active portfolio management Options & derivatives strategies
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William P

Series 63, Series 65

Roswell, GA

Vickery Creek Capital Management

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Retirement income strategy Income planning General estate planning guidance Life insurance needs analysis Annuities Retired Founder/Business Owner Executive Approaching retirement Established Professionals
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